> For the complete documentation index, see [llms.txt](https://docs.algo724.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.algo724.com/managing-and-monitoring/the-portfolio-page-a-360-view.md).

# The Portfolio Page: A 360° View

### Global Portfolio Overview

The top of the page gives you a snapshot of your entire trading operation.

<figure><img src="/files/6EYqNlL9jNyXTOYtXyUt" alt="Global Portfolio Overview dashboard showing total value chart, P&#x26;L, and a list of connected accounts on the right"><figcaption></figcaption></figure>

* **Main Chart**: This graph visualizes the change in your **Total Value** over time. You can adjust the timeframe using the selectors (1H, 1D, 1W, etc.) at the top right of the chart.
* **Total Value**: The current, combined value of all assets across all connected accounts.
* **24h P\&L**: The total realized profit and loss from all your bots over the last 24 hours.
* **Individual Account Cards**: On the right, you'll see a card for each of your connected accounts . These show a quick summary, including the account type (SPOT/FUTURE) and 24h performance.
  * **Pro Tip**: Clicking on any of these individual cards will filter the view to show you detailed performance for just that single account.

***

### Performance Tabs

Below the main overview, a series of tabs allows you to dive deeper into specific aspects of your portfolio.

#### Assets

This tab shows your **Asset Exposure**, giving you a detailed breakdown of every coin you hold across all your accounts.

<figure><img src="/files/cyyUoFTFAwsdARCWuaYG" alt="The Assets tab, showing a list of cryptocurrencies like BTC and USDT with their corresponding value and portfolio weight"><figcaption></figcaption></figure>

* **Columns Explained**:
  * **Symbol**: The cryptocurrency ticker (e.g., BTC).
  * **Total**: The total amount of that coin you own.
  * **Available**: The amount available for new trades.
  * **Locked**: The amount currently reserved in open orders by your active bots.
  * **Value**: The total value of the asset in your chosen currency.
  * **Weight**: The percentage this asset represents of your total portfolio value.
* **Currency Selector**: You can change the currency (e.g., from USD to HKD or EUR) used for value calculations by using the dropdown menu at the top right.

<figure><img src="/files/lYLM1x4khjQ3wboImC2T" alt="A dropdown menu showing a list of fiat currencies: USD, HKD, JPY, EUR, AUD, GBP"><figcaption></figcaption></figure>

#### Best/Worst Performer

This tab gives you a quick, at-a-glance insight into which bots are having the biggest impact—both positive and negative.

<figure><img src="/files/7uH30Ip1fCSCREe0cbmX" alt="Two cards side-by-side, one labeled &#x27;Top Performer&#x27; showing a positive gain, and the other &#x27;Worst Performer&#x27; showing a negative return"><figcaption></figcaption></figure>

It highlights the single **Top Performer** and **Worst Performer** from all your active bots, showing their profit/loss and percentage gain/loss.

#### Active bot

This tab provides a clean, card-based view of every bot you currently have running across all accounts. It's a great way to quickly scan the real-time performance of your entire bot army.

<figure><img src="/files/V1CYjYBl07Jj5jVdRDCw" alt="A gallery of four active bot cards, each displaying the trading pair, strategy, and current profit or loss"><figcaption></figcaption></figure>

Each card displays the bot's trading pair, its strategy type (e.g., `LONG_GRID`), and its current profit or loss in both absolute and percentage terms.

#### Earning Calendar

The Earning Calendar is a powerful tool for visualizing your daily performance over time.

<figure><img src="/files/C3eJb7f02fT3T3OlaoFH" alt="A monthly calendar view where each day is populated with the total profit or loss for that day, colored green for profit and red for loss"><figcaption></figcaption></figure>

This view shows a calendar month, with each day displaying the total **realized P\&L** from all your bots for that day.

* **Green days** indicate a net profit.
* **Red days** indicate a net loss.

This makes it incredibly easy to spot trends, identify your most profitable days, and understand the rhythm of your strategies' performance.
